{"podcast":{"title":"Interchange Recharged","slug":"interchange-recharged-1117793","podcast_index_feed_id":1117793,"rss_url":"https://rss.art19.com/the-interchange","website_url":"https://www.woodmac.com/market-insights/types/podcasts/the-interchange/","image_url":"https://content.production.cdn.art19.com/images/b6/56/1c/53/b6561c53-206c-4247-a10b-24ba827509b0/c2860f4a864766abfde003250fb48d283b0bd02e55fd77f8d26e983ada7d82f5ccf8d280d42ff7eadf18b30e0ac0b9005c949c6efcc5f5c4f73f1d69c44a3e15.jpeg","author":"Wood Mackenzie","episode_count":354,"summary":"Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged. Your host is Sylvia Leyva Martinez, principal analyst and research director at Wood Mackenzie. When Sylvia isn't tracking the technologies and markets driving the build-out of renewable power, she's speaking with visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero. Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance. What does the surge in data-centre demand mean for the grid, and who pays for it? What's happening in global EV adoption and development? What's the forecast for solar, one of the major succ…","last_synced_at":"2026-09-16T02:19:58.805362+00:00","page_url":"https://stenobird.com/podcast/interchange-recharged-1117793"},"episode":{"title":"Handing back the mic: Six months of data center reality, from Bragawatts to behind-the-meter, and the questions still open","slug":"handing-back-the-mic-six-months-of-data-center-reality-from-bragawatts-to-behind-the-meter-and-the-questions-still-open","published_at":"2026-06-16T11:00:00+00:00","page_url":"https://stenobird.com/podcast/interchange-recharged-1117793/handing-back-the-mic-six-months-of-data-center-reality-from-bragawatts-to-behind-the-meter-and-the-questions-still-open","show_page_url":"https://stenobird.com/podcast/interchange-recharged-1117793","url":"https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/5d6c01de-e412-42c9-8682-586821a204d4.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0","audio_url":"https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/5d6c01de-e412-42c9-8682-586821a204d4.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0","summary":"A year ago the data centre conversation was about scale. Increasingly it is about what happens when the announcements meet the physical grid. New capacity is being announced at roughly 435 megawatts a month, enough to power a city of 400,000 people, but two-thirds of that committed load tends to disappear the moment utilities ask for a financial commitment behind it. AI training facilities create load profiles that drop 30% in five minutes, or 190 megawatts in three. The grid's mechanical inertia is retiring just as hyperscaler ambition accelerates, and regulation is lagging on both sides of the meter. In this episode, interim host Bridget van Dorsten returns the microphone to host Sylvia Leyva Martinez. The two recap six months of the show through clips from Chris Seiple (Wood Mackenzie), Tom Falcone (Large Public Power Council), Akhil Batheja (Bloom Energy), Kay Aikin (Dynamic Grid), Kristina Carlquist and Christian Payerl (ABB), Shannon Miller (Mainspring Energy) and Nick Chaset (Octopus US), and map out the questions that will shape Sylvia's return. The central tension of the past six months: announcements are racing ahead, but utilities, regulators and the physical grid cannot move at hyperscaler speed. A data centre can be built in two years. New generation takes five to ten. That mismatch is why developers have stopped waiting on the grid: 35% of US data centre project capacity announced in 2025 was planned with around-the-meter generation, and 92% of bridge prime power deals are now struck before the end tenant is signed, inverting the usual logic of infrastructure development. But collocated power is still, in Bridget's framing, a science project. The load behaviour demands a coordinated portfolio: supercapacitors and UPS catching millisecond swings, synchrono…","meta_description":"A year ago the data centre conversation was about scale. Increasingly it is about what happens when the announcements meet the physical grid. New capacity…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2634,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/interchange-recharged-1117793/episodes/handing-back-the-mic-six-months-of-data-center-reality-from-bragawatts-to-behind-the-meter-and-the-questions-still-open/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/interchange-recharged-1117793/handing-back-the-mic-six-months-of-data-center-reality-from-bragawatts-to-behind-the-meter-and-the-questions-still-open.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}